上次更新时间： 四月 16, 2025
可与以下任何订阅一起使用，除非另有说明：
销售 Hub
Professional
,
Enterprise
|
To sync lead ownership:
- 在 HubSpot 帐户中，单击顶部导航栏中的 “设置”图标。
- In the left sidebar menu, navigate to Objects > Leads.
- You can automatically set the lead owner to the same owner as the contact or company. To do this, click to toggle the Sync lead owner with contact and company owner switch on.
- To also updates your existing open leads, click Yes in the dialogue box.
Please note: if a lead owner changes after a lead is set to Closed, it won't be updated automatically.
To sync lead activities:
- Users with Super Admin permissions can automatically sync lead activities with lead owners. To do this, click to toggle the Sync lead activities with lead owner switch on.
- To turn off either setting, click to switch the switch off.